Top Portfolio Products: Neuberger Berman Introduces China Equity Fund
New products introduced over the last week include a new China equity fund from Neuberger Berman, a new bear ETF from AdvisorShares and two new BulletShares ETFs from Guggenheim.
New Hire Roundup: Orizon Joins Mariner
This week in new hires, Mariner Wealth Advisors announced its acquisition of a majority interest in Orizon Investment Counsel’s wealth management division, and Lynne Ford joined Calvert Investments.
Matt Lynch Moves to Tiburon From IBD-RIA Capital Analysts
Matt Lynch, former CEO of the independent broker-dealer/RIA Capital Analysts, is now a principal at Tiburon Strategic Advisors.
New Hire Roundup: Mitchell Goes to Leuthold; Hoffman Joins Franklin Square
This week in new hires, the Leuthold Group named Ben Mitchell managing director; Robert Hoffman joined Franklin Square; Hilary Fiorella was welcomed at Fiserv and Keith Johnson joined Curian Capital.
Top Portfolio Products: BlackRock Launches 3 Funds; New Putnam Fund Seeks Total Return
New products introduced over the last week include three alternative investment funds from BlackRock, a new dynamic allocation fund from Putnam, and two Credit Suisse funds reorganized into Aberdeen funds.
Capital Analysts Adds Shore Morgan Young to Flat-Fee Affiliation Model
The deal with Shore Morgan Young means that Capital Analysts has more then $8 billion in assets and over 330 affiliated financial advisors.
A Wealth Management Future?
In a discussion with Mark Tibergien this past summer, the conversation turned to people who not only clearly see the big picture now, but also...
Part 1: The New Old Kid
Back in the mid-1980s, when Dave Polstra, a CPA, was breaking into financial planning, he wrote plans like crazy. "I would sit in front of...